A common misperception is that data thieves are shady hackers striving to access data from distant locations. Some security threats fall into this category, but often theft involving companies happens closer to home—sometimes within your office.

Below is a list of tips for protecting your firm's most valuable assets (your reputation and your clients' trust) from both internal and external threats. Take the time to read the details around these tips, and others, in our recent article “8 Things You Could Be Doing To Protect Your Clients’ Data”
 

Tip 1. Beware of impersonators using your clients' email accounts.

Tip 2. Consider background checks—not just for new hires.

Tip 3. Immediately cancel former employees' access.

Tip 4.  Beware of phishing expeditions: One of the most dangerous security threats both you and your clients face is the phishing attack.

Tip 5. Create security policies that apply to visitors, too.

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For educational purposes only. Schwab makes no representation about the appropriateness of this information for any given situation. This information is not intended to be a substitute for specific individualized legal advice. Where specific advice is necessary or appropriate, Schwab recommends consultation with your legal counsel.

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